Personal Banker Jobs in San Diego, CA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 3 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Banker job family....
Private Client Banker- Pacific Highlands Ranch - San Diego, CA
- San Diego, CA
- 6 days ago
- San Diego, CA
- 6 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor Financial Advisor
- La Mesa, CA (10 miles from San Diego, CA)
- 6 days ago
- La Mesa, CA (10 miles from San Diego, CA)
- 6 days ago
Financial Advisor Edward Jones 3.8 ( ) La Mesa, CA Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports gender diversity...
Banker job family....
- Poway, CA (21 miles from San Diego, CA)
- 7 days ago
- Poway, CA (21 miles from San Diego, CA)
- 7 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Personal Banker Associate I - Sanit Andrews Denovo FC
- Del Mar, CA (17 miles from San Diego, CA)
- 12 days ago
- Del Mar, CA (17 miles from San Diego, CA)
- 12 days ago
Banker job family....
- San Diego, CA (1 mile from San Diego, CA)
- 13 days ago
- San Diego, CA (1 mile from San Diego, CA)
- 13 days ago
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who...
Private Client Banker - La Jolla Downtown Branch - La Jolla, CA
- San Diego, CA
- 14 days ago
- San Diego, CA
- 14 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - Del Mar Branch - Del Mar, CA
- Del Mar, CA (17 miles from San Diego, CA)
- 15 days ago
- Del Mar, CA (17 miles from San Diego, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Private Client Banker - La Jolla Downtown Branch - La Jolla, CA
- La Jolla, CA (10 miles from San Diego, CA)
- 15 days ago
- La Jolla, CA (10 miles from San Diego, CA)
- 15 days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...
- Bonita, CA (10 miles from San Diego, CA)
- 20 days ago
- Bonita, CA (10 miles from San Diego, CA)
- 20 days ago
Banker job family....
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in San Diego, CA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in San Diego, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Outside Sales
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Consumer Lending
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Business Development
- Math
- High School Diploma
- Customer Relations
- Written Communication
- Coaching
- Telephone Skills
- Reporting
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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